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Edit a Permission Group for the Document Management Tool

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regional availability
The Document Management tool is available in select countries. It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.

Objective

To edit an existing permission group in the Document Management tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the project's Document Management tool.

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

  1. Navigate to the project's Document Management tool.
  2. Click the Configure Settings icons-settings-gear.png icon.  
  3. In the 'Permission Groups' section of the Permissions tab, locate the permission group that you want to edit.
  4. Click the edit  icon-edit2.png icon for the permission group.
  5. See the sections below for available actions:

Add or Remove People

  1. In the Edit Permission Group panel, click the People tab.
  2. Click Edit People.
  3. Add or remove people as necessary:
    • To add a person to the group, mark the checkbox next to each user you want to add to the permission group.
    • To remove a person from the group, click the delete icon-delete-trash6.png icon.
      Important!  Removing a person from the group will impact their document permissions for the project.
  4. When you are done making changes to the permission group, click Submit.

Edit Permission Group Settings

  1. In the 'Edit Permission Group' panel, click the Permissions tab.
  2. See the sections below for more information on making changes to the permission group settings. 

Edit Upload and Submit Permissions

  1. In the 'Upload Permissions' section, mark or clear the checkbox to determine whether this group should have permission to upload and submit files to the tool:
    • Upload New Files: Allows users to upload files to the tool and complete information. See Upload Documents and Complete Information for Documents.
      Note: If the 'Upload New Files' permission is disabled, the 'Submit New Files' permission is automatically disabled. 
    • Submit New Files: Allows users to submit completed documents to the project. See Submit Documents. 
  2. If you are done making changes, click Save.

Edit the Permission Type

  1. In the 'Document Permissions' section, click Grant Permissions.
  2. Under 'Select Permission Type', choose Admin, Owner, or Viewer.
  3. Click Submit.
  4. If you are done making changes, click Save.

Edit Access to Documents

  1. In the 'Document Permissions' section, click Grant Permissions to add new permissions or click the edit icon-edit2.png icon next to any existing document permissions to modify them.
  2. Under 'Select Documents', choose one of the following to give the group permissions to:
    • All Documents 
    • Only Documents with Selected Attributes.
      1. Click the Add Attribute Set button. 
      2. Click Select Attributes to choose one attribute (field) that is relevant for controlling access for this group.  
        Note: You can select a custom field (attribute) if it's one of the following field types: company, location, or single select (dropdown). 
      3. Click the 'includes any of' menu to select one or more values for the attribute selected above.
        Note: If any of your selected values apply to a document, the document will show in each group members' Document Management tool. A document does not need all the selected values in order to be available to a group member. 
      4. If you want to add additional attribute sets, repeat these steps.
  3. Click Submit.
  4. If you are done making changes to the permission group, click Save.

Edit Attributes for Document Access

Note: This is only applicable if 'Only Documents with Selected Attributes' is selected for the permission group:

  1. Under 'Document Permissions', click the edit  icon-edit2.png icon.
  2. Add or remove attributes as necessary. 
    Note: You can select a custom field (attribute) if it's one of the following field types: company, location, or single select (dropdown). 
  3. Click Submit.
  4. If you are done making changes, click Save.